Building relationships,
one investment at a time.

Building relationships,
one investment at a time.

Building relationships, one investment at a time.

The bridge between investors and investment managers

About Us

You may say I'm a dreamer
But I'm not the only one
I hope someday you will join us.
— John Lennon —
You may say I'm a dreamer
But I'm not the only one
I hope someday you will join us.
— John Lennon —
You may say I'm a dreamer
But I'm not the only one
I hope someday you will join us.
— John Lennon —

Our Company - Kuros Associates is an FCA regulated firm founded in 2017 with a mission to improve the inefficiencies and faults we see across the financial and asset management industry. To do this, we built our business as an open platform through which we can offer innovative and carefully selected investment opportunities to institutional and professional investors. Our aim is to solve the main issues that arise when dealing with old fashioned big banks and asset management firms.

Our Team - Kuros Associates’ platform comprises highly skilled professionals from inside and outside the financial services industry. We call ourselves associates to underline how strong and devoted to our clients our partnership is and to reinforce our belief that the only real bosses we have are our clients.

Our Platform - Our global network of investors comprises institutional and professional asset allocators from around the globe, as well as Single and Multi-Family Offices. We only work with the best and brightest fund managers and private companies as we recognise that our long-term success depends on the performance of their investment ideas.

Capital Placement and Financing (Institutional Clients) - Kuros Associates is a fee-based capital introduction and asset management advisory firm. We specialise in attracting capital to fund managers and private companies, as well as delivering top-tier investment ideas to capital allocators. Our independence and the alignment of our interests with our clients are the keys to our success. Because we are directly compensated only by managers or investors, we completely avoid undisclosed cross-selling practices. Our ultimate goal is to improve capital flow efficiency within the financial industry, whilst promoting alignment between investors and their investment managers.

Asset Management Consultancy (Institutional Clients) - Our expertise encompasses areas such as fund and company structuring, capital placement, project management and investments analysis. Our cross-asset and cross-capability approach makes us the perfect one-stop-shop for independent funds and companies aiming to grow their business. We believe that ensuring the highest chance of success requires a constant open dialogue with our investors and managers, while independently executing in-depth research and due diligence to select ‘best-in-class’ across sectors and countries.

Investment Advisory (Private Clients) - At Kuros Associates we tailor all our activities to the needs of our clients. Accordingly, we offer professional and qualified investors the opportunity to create an investment and wealth management programme suited to their persona, psychology and lifestyle. Additionally, we have devised four proprietary due diligence pillars: Structural, Operational, Human and Financial, which help us to deliver the highest quality solutions to our clients. The one underlying question that we ask ourselves throughout this complex process is: “would we invest our own money into this opportunity? Only if the answer is a firm ‘yes’, do we then move on to advise our clients.

To change the status-quo - Today big banks and fund houses dominate the asset and wealth management industries. They provide standardised investment solutions without trying to understand the different needs of their final investors. We want to change this. Our purpose is to improve the customer experience of capital allocators by scouting talented managers that are driven by achieving excellence in what they do.

To think differently - We saw the flaws and imperfections of the big corporations and big banks from the inside and we decided to find a solution, a more human approach. Our goal is to improve the capital allocation dynamics of the Investment Management industry through creating a unique network of capital managers and investors. Ultimately, we aim to provide a platform where talented fund managers and idea-starved investors can align their interests.

To remain independent - We firmly believe that value resides in the smaller, independent fund managers who, over time, will offer superior investment solutions than their outsized sector incumbents. It is on the back of this conviction that we took on our mission to promote these independents to asset allocators and to develop Kuros Associates’s role as a trusted and proactive point of contact between the two.

Services

The goal as a company is to have customer service
that is not just the best but legendary.
— Sam Walton —
The goal as a company is to have customer service that is not just the best but legendary.
— Sam Walton —

Free from the obstacles faced by larger organisations, at Kuros Associates we are able to provide services that are more tailored to our clients' needs. Our investment selection and distribution processes offer a holistic approach that allows our clients to avoid inefficiencies and to remain focused on their main business.

At Kuros Associates we believe that standardised products aren’t what our clients are looking for. We decided to build a platform where the best independent and upcoming investment solutions can meet the most suitable investors.

Growth-Fund & Growth-Capital (Sell-side) - Our mandate is to help independent managers grow their AUM and diversify their investor base. That mandate may evolve depending on our clients' needs, however, we always charge investment managers and private companies a base monthly or quarterly fee plus a variable fee linked to the performance of assets we have raised and new allocations we have generated.

Growth-Invest (Buy-side) - Our mandate is to help asset allocators find the best investment solutions. At Kuros Associates we want to reform Wealth and Asset Management by keeping it simple: no hidden fees, actual tailoring and full transparency. That is why we decided to adopt a fully bespoke pricing model tailored to each client's needs, mandates and AUMs. We start by sitting down with our clients to determine their expectations and what they want to avoid with the stewardship of their capital. Only then do we propose a suitable management and/or performance fee for our services.

Growth-Funds

GF is the business line through which we partner-up with third-party fund managers keen to expand their AUMs and to increase their investor base. Our key distinguishing factor in fund distribution is that we focus on institutional and professional investors within the Wealth Management space (predominantly Single and Multi-Family Offices). Within GF, Kuros Associates' expertise ranges through:

Growth-Capital

GC is our prime club deals platform offered to a select number of investors and originators. We identify and onboard the best Private Equity, Venture Capital and Real Assets investment opportunities originated by our network of investors and sponsors. Within GC, Kuros Associates' expertise ranges through:

Growth-Investments

GI is our unique buy-side practice, which runs as a stand-alone business, separate from GF and GC in order to promote transparency, avoid double-charging and eliminate conflicts of interest. Kuros Associates focuses on supporting both institutional and qualified HNWI with its advisory services including investment and wealth management, fund selection, private deals due diligence, portfolio diversification and asset allocation consultancy. Within GI, Kuros Associates' expertise encompasses:

Associates

We make a living by what we get,
but we make a life by what we give.
— Winston Churchill —
We make a living by what we get, but we make a life by what we give.
— Winston Churchill —

At Kuros Associates our culture is based on complete meritocracy, entrepreneurial spirit, cultural evolution and a passion for excellence. All these qualities are essential in order to help us attract talented and driven people willing to perform their absolute best for our clients.

At Kuros we are all Associates of our Managers and Investors. The only hierarchy that counts is how well each of us can be of service to them.

At Kuros Associates we firmly believe that there are no great companies without great people.

Team

Managers

Making money is art, and working is art -
and good business is the best art.
— Andy Warhol —
Making money is art, and working is art - and good business is the best art.
— Andy Warhol —

Understanding your needs

We know how difficult it is to simultaneously run a company, its underlying investment strategy, and its marketing activity. Different priorities conflict and managing the whole process becomes an additional challenge. This is why we decided to focus on helping investment managers improve their business development efforts. With experience spanning from fund seedings to capital increases, and expertise ranging from daily-liquidity UCITS funds to alternative investments, Kuros Associates is a one-stop-shop for asset managers and companies that are keen to grow. Our mission is to help managers and companies to venture outside their current networks and to align and foster their relationships with investors.

Fund placement track record:

  • Relative Value Commodities Hedge Fund
  • Deep Value Italian Small and Micro-Cap UCITS Fund
  • Private Lending and Credit AIF Fund
  • Global Equity Consumers Thematic UCITS Fund
  • Global Macro Multi-Asset AIF Fund

Co-investments track record:

  • Series-D American drug-delievery company
  • Pre-IPO American Agrotech company

Our network

Staying true to our business philosophy of making a positive impact in the financial industry, at Kuros Associates we decided to take ‘the road less travelled’ and focus our coverage on professional investors within the Family Offices and Private Wealth Management space, which today represents roughly 80% of the world's wealth. Although our specialty lies in covering international Single and Multi-Family offices, we also cover fiduciaries and trust.

Request more information

Investors

Not everything that can be counted counts,
and not everything that counts can be counted.
— Albert Einstein —
Not everything that can be counted counts, and not everything that counts can be counted.
— Albert Einstein —

Understanding your needs

Allocators and investors are in the Asset Management marketplace to find performance generators. Whether these are beta or alpha-oriented, historical data and empirical evidence show that independent, up-and-coming managers will outperform their sector incumbents most of the time. Unfortunately, the buy-side is dramatically skewed toward the bigger and better-established players: fund houses and deal sponsors who may be committed to aligning their interests with their investors, but in reality are forced by bulky structures to promote sub-efficient solutions for their clients. This is not for us, at Kuros Associates we aim explore the niches in the market in order to uncover quality businesses and class acts. Namely, independent managers capable of delivering a superior service, both in terms of pricing and above average returns, coupled with excellent customer experience. Internally, we call this ‘niche alpha’.

Investment solutions

Kuros Associates has expertise in a wide range of investment solutions and asset classes suitable for professional and institutional investors seeking asset allocation and portfolio diversification. Within the funds universe, we decided to focus on both traditional and alternative capital managers with AUMs in the range of US$ 100 to 500 Million. Also, within the alternative investments space, we have established a network of sophisticated single-deal sponsors, and originators, utilising a club deal framework. Here we focus predominantly on Private Equity, late-stage Venture Capital and Real Estate, with deal sizes in the range of US$5 to 50 million.

How we differentiate

Our backgrounds in and focus on the private investment office space allows us to develop and foster relationships that are unparalleled in our industry. Our investor nature means we work with clients as trusted advisors rather than just third-party agents, which is to the benefit of all the parties we do business with.

For more information please email us directly at info@kurosassociates.com

Fund selection process

In-depth manager due diligence and analysis.

1. Initial sourcing and pre-screening:

Having a unique network of independent CIOs and professional allocators ensures that we have high-quality names in the pipeline.

2. Additional screening:

We shortlist managers based on track record, fund structure, legal documents, corporate governance and suitability for our investors.

3. Conference call with the manager:

We use our proprietary DDQ template and psychological questionnaires.

4. On-site visit, meeting in person with the manager:

We travel globally to their offices in order to do in-depth onsite operational due diligence and personal acquaintance.

5. Final due diligence review with our investors:

We present our results to our investors and working out the best entry point in time.

6. Investment and monitoring:

We spread the allocation over several months instead of all-in from day one. At Kuros, we pride ourselves on being the stewards of your capital and in order to do this, we invest in a prudent manner. After the allocation has been made, we conduct periodic follow ups and monitor the manager.

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If the doors of perception were cleansed
everything would appear to man as it is, infinite.
— William Blake —
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